Weekly Roundup: China’s Outbound Potential, Chinese Suing Chinese, Rail Reform, and Blasting the Yangtze

Monday, February 11, 2008 1:58
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With so much going on in China, and only a limited amount of bandwidth, I have created this weekly post to highlight articles that I feel are (1) important, (2) relevant, and (3) interesting.

This week there are 4 articles that I have put into the mix, and we have topics for investors, manufacturers, and firms with IPR concerns in China.

Each are quite interesting, they are all relevant, and I hope you enjoy the articles

If you have an article that you feel needs to be mentioned, please do so in the comments section. We all have different areas of interest and bandwidth, so I hope you will take some time and post those articles!

Once gun-shy, China gains deal-making confidence
For as long as I have been working in China, I have been listening to chatter about the potential China has when investing abroad. We have seen a couple of big deals to date (Lenovo), there are a couple in process (Riotinto), and there are surely going to be more to come as this article suggests. In my experience in China, it is clear that the Chinese manufacturers who were once doing little more than stamping steel sheets are now looking to be global players, but we are still another 3-5 years off from seeing anything more than the 1-2 big deals… and unlike the Japanese who would pay more than market, and sell at below than market, the Chinese deal makers on the whole will take much more time and will be much more picky.

Download provider Xunlei loses piracy suit
One of the themes that I have heard in China for the last 6 years surrounding IPR is that Chinese firms will begin reqpecting IPR when other Chinese firms begin protecting their own… and as I am not an IPR expert, nor do I hold anyu particularly valuable pieces of IPR, I will just have to have faith in that and hope that more stories like this one will prove the theory correct.

ADB Reports on Railway reform
Over the last couple of weeks (months) I have written several pieces on the inability of China’s rail system to cope with the demands of China’s growth. It is a problem that became undeniable last week, and it is a problem that will require the full focus of a lot of people to fix. For those of you interested in learning more about this important issue, I highly recommend the following reports that the ADB put out. The Asian Development Bank and the People’s Republic of China: Partnership in the Railway Sector and Railway Passenger and Freight Policy Reform Study
. Both are excellent studies that get into the issues and investment of China’s rail network

Blasting to open new heavy shipping channel on Yangtze

More news about what is being done to solve problems with China’s logistics industry. This summer’s drought has left the Yangtze (already a shallow river in many area of the middle and upper reaches) at its lowest levels in over 100 years. A lot of boats have run aground, and in a number of areas there are sand bars visible. to address this problem, and get shipping/ tourism back on track, the government has continued to blast reefs, rocks, and dredged. It was already something planned for many areas, but for others is has been a stop gap.

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